Overview

Always looking for an opportunity to purchase Financial Firm and ease the transition into Retirement for a Financial Advisor/Business Owner by taking over a Wealth Management or Financial Planning Firm. Also interested in merging or working closely with another Financial Firm to create additional Client value if there is synergy and firms can compliment one another.

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Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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